31 Dec 2025
36m

The Market Has Already Picked Its Winners for 2026 | Tony Greer

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Forward Guidance

In this episode of Forward Guidance, Tony Greer of TG Macro joins Felix to discuss market trends and investment strategies. Tony reflects on past successful calls, particularly buying during market lows, and previews an upcoming conference in Nashville. The conversation shifts to current market dynamics, focusing on the potential continuation of leadership in metals and mining, while also considering opportunities in AI, industrials, and energy sectors. Tony shares his perspective on trading breakouts, managing risk, and the importance of staying grounded in trading principles. He also touches on the dynamics of the precious metals market, oil, and the AI trade, offering insights into potential investment opportunities and risks for 2025.

Outlines

Part 1: Introduction, Market Outlook

Part 2: Commodities, Metals Strategy

Part 3: AI, Equities, Market Dynamics

Part 4: Trading Strategy, Conclusion

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